RIA Intel›Advisers›Georgia›ASSOCIATED FINANCIAL PARTNERS, INC.

ASSOCIATED FINANCIAL PARTNERS, INC.

Advisory

GA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$355K

across 115 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$0

Non-Discretionary AUM$41M

Discretionary %0%

Total Clients113

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

MURPHY MORRIS MONEY MANAGEMENT, CO.

$41M

LYLES WEALTH MANAGEMENT LLC

$41M

WALKER & ASSOCIATES INVESTMENT ADVISORS, INC.

$40M

$42M

AE FINANCIAL & RISK MANAGEMENT, INC.

$40M

THOMAS ASSET MANAGEMENT, LLC

$40M

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